Connect Agencyzoom to Better proposals

When something happens in Agencyzoom, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agencyzoom to Better proposals

View example

Create a proposal company for a new AgencyZoom client

When AgencyZoom sends a new client record to Notis, check Better Proposals for a matching company and create one only if it is missing.

View example

Review proposal companies for an AgencyZoom client

On a client handoff, retrieve Better Proposals companies so Notis can surface possible matches for review before proposal setup.

View example

Review sent proposals for AgencyZoom follow-up

On a recurring schedule, retrieve sent Better Proposals and prepare a concise follow-up list for AgencyZoom client work.

View example

Prioritize opened proposals for AgencyZoom follow-up

On a schedule, fetch opened Better Proposals and summarize them as follow-up candidates for AgencyZoom client work.

View example

Review signed proposals for AgencyZoom client handoff

On a schedule, retrieve signed Better Proposals and prepare a concise handoff summary for the corresponding AgencyZoom client work.

View example

Review paid proposals alongside AgencyZoom client work

Retrieve paid Better Proposals on a schedule and summarize available details for an AgencyZoom account review.

View example

Pull proposal details into an AgencyZoom client review

When a client review starts by webhook, retrieve a specific Better Proposals record and summarize its returned details for AgencyZoom work.

View example

Check new proposals during an AgencyZoom client review

When a client review starts, retrieve new Better Proposals and identify records that may belong in the AgencyZoom discussion.

View example

Track proposal volume for AgencyZoom planning

On a recurring schedule, retrieve the Better Proposals count and prepare a simple volume check for agency planning.

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Better proposals. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.